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The Elite Financial Advisor Podcast With Sten Morgan

by Sten Morgan

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Latest episodes

254 Chuck Downs / Rewiring the Advisor: Neuroplasticity & the Inner Game of Success

October 9, 2026 · 34 min

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, is joined by Chuck Downs, founder of Epic Success Coaching and a former Northwestern Mutual managing director, to talk about the inner game behind elite…
253 Dr. Jordan Hutchison / Flow State: The Hidden Engine Behind Great Advisors

October 2, 2026 · 36 min

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, talks with Dr. Jordan Hutchison, VP of Technology and Operations at RFG Advisory, about what keeps great advisors in flow: time well spent, technology that…
252 Wes Young & Gavin Filasek / From Chasing Prospects to Creating Demand

September 25, 2026 · 37 min

This is Part 2 of our prospecting roundtable. If you missed Part 1, go back and start with Episode 234. In this roundtable episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, gets the band back together with Wes…
251 Larry Shumbres / SEO Is Changing. Financial Advisors Need to Learn AEO.

September 18, 2026 · 22 min

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Larry Shumbres, Founder and CEO of Archive Intel, to unpack a shift most advisors have not caught up to yet: the move from SEO to AEO (Answer…
250 Sten Morgan / PlanScore: The Advisor of the Future Sells a Process that Gets Results

September 11, 2026 · 29 min

In this solo episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, introduces PlanScore - the software his team built to deliver financial plans clients actually understand - and shares the journey that took him from…

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249 Tim White / Estate & Tax Planning: The Biggest Untapped Growth Opportunity

September 4, 2026 · 31 min

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Tim White, Co-Founder and Chief Growth Officer of wealth.com, to make the case that estate and tax planning is the biggest untapped growth…
248 Carl Richards & Steve Sanduski / How Will Our Industry Change in the Next 10 Years?

August 28, 2026 · 51 min

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with two of the most thoughtful voices in the profession - Carl Richards, CFP®, creator of the Sketch Guy column and founder of The Society of…
247 Tim Maurer / The Biggest Lie Financial Advisors Were Sold

August 21, 2026 · 38 min

In this episode of the Elite Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Tim Maurer, CFP®, Partner and SVP of Advisor Growth at SignatureFD, to expose the biggest lie the industry sold financial advisors: that growing means…
246 Shruti Joshi / The Financial Advisor Model Is Changing - Are You Ready?

August 14, 2026 · 37 min

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Shruti Joshi, President and COO of Facet, to unpack where financial advice is heading - and why the future advisor is defined by holistic, ongoing planning rather than…
245 Marc Adams / Why 9 Out of 10 Business Owners Never Sell Their Business

August 7, 2026 · 34 min

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Marc Adams, founder of Acquisitions4you and author of Secrets to 10Xing Your Business and Cashing Out Tax Free, to unpack a hard truth most business-owner clients never…
244 Andy Schwartz / The Truth About Building an $18 Billion Advisory Firm

July 31, 2026 · 35 min

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Andy Schwartz, CFP®, CEO and Managing Partner of OnePoint BFG Wealth Partners, to unpack a 42-year career that grew from selling life insurance in college to helping lead…
243 Matt Sonnen / The Moment You Stop Being an Advisor and Start Being a Business Owner

July 24, 2026 · 34 min

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Coldstream COO Matt Sonnen to talk about the shift from thinking like a salesperson to running an actual business - and how to get there faster than the industry's slow…

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About the show

A show for financial professionals who want to be challenged to achieve their true potential faster. You will gain practical knowledge that you can implement on Monday morning when you get into the office. You'll learn the true value of your advice and, if you want to, how to charge for that advice. Featuring Sten J. Morgan, CFP®, ChFC®, one of the nation's leading young Financial Advisors.